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What is TrusteSolutions?

TrusteSolutions leads the way in offering cloud-based case management software tailored for the demanding needs of busy trustees, relentlessly innovating to deliver advanced technology that enables you to manage your casework effectively. Equipped with features like integrated workflow automation and efficient banking solutions, TrusteSolutions streamlines your daily tasks, enhancing productivity so you can accomplish more with minimal effort. We understand that shifting to a new case management system can be daunting, which is why we prioritize a meticulous and user-friendly conversion process. With a keen awareness of the importance of details, we have crafted a unique strategy that ensures a smooth transition, allowing you to uncover the secrets to an easy switch to your next case management solution. Originating from a strong digital foundation, we boast a robust online presence, positioning us perfectly for today’s rapidly evolving landscape. In a time when mobility is crucial, you can effortlessly access all your files, case notes, and documents, whether you find yourself in court or on the go, ensuring you remain connected and efficient. As you look to the future of case management, embrace it with assurance, knowing that TrusteSolutions is committed to supporting you every step of the way, making your journey seamless and successful.

What is Prevail Case Management System?

Prevail serves as an all-encompassing case management tool designed to help you manage a larger number of cases in a more efficient manner. By minimizing the dependence on traditional physical files and automating everyday tasks, Prevail significantly boosts overall productivity. Whether your expertise lies in one specific area or spans multiple fields, Prevail is capable of handling nearly all case types. For professionals working in specialized fields that may not yet be accommodated, we provide customizable layouts to fit your specific requirements. Prevail makes optimal use of all incoming information, such as case details, contacts, documents, calendars, tasks, statutes, time tracking, expenses, and fees, thereby streamlining your workflow. Furthermore, for those seeking a cost-effective option, we offer PrevailLite, which includes a simplified set of features when compared to the full Prevail version. You can view the PrevailLite feature demonstration and subsequently compare the various features listed below to determine which version aligns best with your practice's needs. This allows you to make a well-informed choice regarding the best system to implement in your professional setting, ensuring you select a solution that caters to your specific case management demands.

Media

Media

Integrations Supported

Lead Docket
Microsoft Outlook
QuickBooks Online
Service Center

Integrations Supported

Lead Docket
Microsoft Outlook
QuickBooks Online
Service Center

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TrusteSolutions

Company Location

United States

Company Website

www.trustesolutions.com

Company Facts

Organization Name

Practice Technology

Date Founded

1993

Company Location

United States

Company Website

www.prevail.net

Categories and Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Categories and Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

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